Pursuit Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Pursuit Wealth Management’s Portfolio PPI Stock Details PPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.07M	Buy	+57,454	New	+$1.07M	0.92%	33

Other funds holding PPI

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return

Pursuit Wealth Management's PPI Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2025: 57,454 shares worth $1.07M. The stake represents 0.92% of the portfolio and ranks #33 among its holdings.

44 funds tracked by Wall St. Rank hold PPI as of Q4 2025.

Pursuit Wealth Management held 57,454 shares of AXS Astoria Inflation Sensitive ETF worth $1.07M as of Q4 2025.
AXS Astoria Inflation Sensitive ETF was a new Pursuit Wealth Management position in Q4 2025.
AXS Astoria Inflation Sensitive ETF made up 0.92% of Pursuit Wealth Management's portfolio in Q4 2025, its #33 holding.
44 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.